How do I disposition a Lead to Won if the Opportunity is already open without creating a new Opportunity?

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Posted on by jdalske

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We are experiencing an issue when dispositioning a Lead as Won if the Opportunity already exists. In some cases the Lead was created after the fact. or the Lead is open and a user creates and closes an opportunity in a program that we interface with CRM. The users enter the opportunity in that system and its syncs to CRM. It doesn't have any connection to the lead. I found that we can add a field call "Qualifying Opportunity" to the form but when I select qualify it does the normal process of closing the lead as won and automatically creating a new opportunity. I found that someone else experienced this issue but the thread went stale so it was recommended I repost.

Here is the original post I was following with no resolution:

community.dynamics.com/.../1125072

Any help would be greatly appreciated?

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LuHao 40,892 on at

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Hi jdalske,

In the Sales Hub, select App Settings area > Lead+opportunity management, click Manage of Auto-create records for newly qualified lead, select No and save.

Then in the Lead form, select an Opportunity for "Qualifying Opportunity" field. Click Qualify, select No.

This way, the Lead will qualified as won, and no Opportunity will be created.

If the Qualify Lead dialog box does not pop up, please close all pages of the browser and log in to D365 again.

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jdalske 547 on at

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I should mention this is on-prem. Are the instructions the same?

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LuHao 40,892 on at

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Hi jdalske,

The above solution only works for D365 online.

If you are using OP, I would recommend you using on-demand workflow to qualify the Lead instead of Qualify buttom when new Opportunity is not to be created.

Step 1. First, we will create a real-time workflow to stop user qualify Lead by the Qualify button when the "Qualifying Opportunity" field contains data.

This way, if the "Qualifying Opportunity" field contains data, when the user qualify the Lead by the button, the qualifing process will be stoped, and the Opportunity will not be created, the user will see a message "Please use the on-demand workflow "Qualify Lead without creating Opportunity" to qualify this Lead".

Step 2. Create a on-demand workflow.

This way, users can use this on-demand workflow to qualify wihout creating Opportunity only when the "Qualifying Opportunity" field contains data.

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jdalske 547 on at

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Thank you. This should do it! Appreciate the assistance.

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jdalske 547 on at

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LuHao

Thank you for the solution, however, there may be one glitch in it that I am trying to figure out. In the order that these processes happen now causes the user to get prompted to use the qualify button when they initially create the lead and when they disqualify. I am trying to figure this out to prompt only when they change the status to qualify. If I set it to run when status changes I still get a prompt at disqualify. So I need to create an if statement for disqualify as well. Here is what I did to make it work. Hope that helps some else too.

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jdalske 547 on at

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Here is another snag that I may need help with. When I attempt to reactivate any lead...even dispositioned as lost, I get an error that states I need to use the qualify button to qualify the lead. I am trying to reopen the lead not qualify.

First I get the error.

The log read as follows:

I need to add something to the process that will ignore this as I am not qualifying but instead reactivating.

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jdalske 547 on at

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One last step that was missed. You will need to account for leads that may be reactivated. To fix an error I was receiving on reactivation of a disqualified lead, add a clause to the process that includes checking the condition if Open then stop workflow as Succeeded. See screen shot. After making the addition, when a user reactivates the lead the Qualify Lead workflow is ignore.

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